RSDFX Mutual Fund

RSDFX Mutual Fund

NAV$46.01
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Returns Overview

1 Month
-4.43%
3 Months
-0.61%
6 Months
+7.92%
YTD
+12.48%
1 Year
+16.77%
3 Years (annualized)
+18.09%
5 Years (annualized)
+11.73%
10 Years (annualized)
+11.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSDFX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI USA High Dividend Yield Index(M1USAHDV)
This Mutual Fund (YTD)
+12.48%
Peer Avg (YTD)
+10.00%
vs Peers
+2.49%

RSDFX Mutual Fund Performance

RSDFX performance across multiple time periods: 1-month -4.43%, YTD 12.48%, 1-year 16.77%, 3-year 18.09%, 5-year 11.73%, 10-year 11.92%.

RSDFX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

RSDFX vs another fund shows side-by-side returns. RSDFX alternatives are available in the Mutual Fund Screener.